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granpalon
Level 2
Mar 14, 2020 2:36 PM UTC
Question

1099-R

TurboTax will not accept my Fidelity login &/o Password, so I am unable to import that 1099-R.  Also, the manual entry for the data is not shown or available.  Same for my Schwab Bank 1099-R data.  Unable to reach a HUMAN for solution. 

    1 reply

    macuser_22
    Alumni - Champ
    macuser_22Alumni - Champ
    Alumni - Champ
    Mar 14, 2020 2:42 PM UTC

    A rejecting of import login comes form the financial institution except there cannot be any symbols in the password.

     

    You can always enter a 10990R manually - just check the "Ill enter it myself" box.   It takes less time to manually enter it that it took to type this. 

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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